0x23e11 | GRANDSON📝

Family, GOD 1st ✝️, $BTC, Thematics - Growth - Momentum - Equities Options | Businessman

[Nithya Shri @Nithya_Shrii]

WEALTH SECRETS:

1. Never buy a car with a loan payment.
2. Don't tell people when you get a raise.
3. Keep your lunch budget under $5. Always.
4. Never finance furniture or electronics.
5. Pack snacks before leaving the house, even short trips.
6. Let salespeople finish talking, then say no.
7. Hide your credit cards at home, carry only cash.

[FinancialFreedom @FinFreedom414]

I’m 34. Husband. Father of soon to be three.

I’ve worked for 13 years as a nurse. Brought home $95k W2 last year.

I own three properties. $500k in equity across them.
$105k in a 401k.
$400k in $BTC and $MSTR.

By most measures I’m doing well.
But here’s the thoughts that I sit with every day.

The portfolio is at a stage where I feel like I should be pushing harder, but pushing harder doesn’t often equate to better returns.

I could launch some real estate wholesaling campaigns and look to make more moves. The kind of aggressive stuff that actually closes the gap between where I am and where I don’t have to work a W-2 anymore.

My holdback is being present for my family, without working every minute.
You blink and your newborn is a toddler, you blink again and they’re starting to grow out of that toddler stage.

The whole point of building this portfolio is to stop trading my time for money. To be present. To not miss special moments in my children’s lives.

I feel like if I grind hard these next two years, a decade from now I’ll always wish to return to these years and just be present.

Any other fathers navigating this same thing?

[The Kobeissi Letter @KobeissiLetter]

It simply won't stop.

It is Sunday night and the US 10Y Note Yield just casually hit 4.63%, the highest since February 2025.

We are now ~4 basis points ABOVE the high that prompted President Trump's "90-day tariff pause" in April 2025.

This puts the 10Y Note Yield up +70 basis points since the Iran War, with US mortgage rates now nearing 7.00%+.

And, in a sudden turn of events, the odds of rate cuts have collapsed to 2% this year and US inflation is nearing 4%+.

The US bond market is collapsing in real-time.

[FinancialFreedom @FinFreedom414]

Most people don’t understand what a call option actually is.

Here’s the clearest way I know how to explain it.

$MSTR is at $176 right now. To buy 100 shares outright costs $17,600.

A Jan 2027 $200 call gives you the right to buy those same 100 shares at $200 any time before January 2027. It costs $3,750.

You’re getting exposure to 100 shares of $MSTR for $3,750 instead of $17,600.
That’s 21 cents on the dollar.

The delta on this contract is 0.56. That means for every dollar $MSTR moves up, your option moves about 56 cents. When the stock runs, the option runs with it.

If $MSTR goes from $176 to $400 and you own 100 shares, your profit is $22,400. Your starting capital was $17,600. Return: 127%.

If you own the Jan 2027 $200 call instead, your profit is $16,250 on $3,750 invested. Return: 433%.

Same directional bet. Three times the return on capital.

The catch: if $MSTR stays flat or drops through January 2027, the option expires worthless. You lose the $3,750. The shareholder loses nothing on paper but gains nothing either.

I have way more shares than call exposure, but I think adding some long-term calls down here is a wise move.

Always do your own due diligence though!

[Emperor Osmo 🐂 🎯 @Flowslikeosmo]

Every day we get closer to net deflation for $LAND

- Miners are holding (Can see this from the Base APR now at a "mere" 3.0K%)
- Over $115K in $LAND Buybacks now
- Net Buybacks vs. Emissions have almost flipped

Halving is coming in 2 weeks; it's a game of farming as much as you can right now.

$LAND scarcity will drive value higher as buybacks and supply crunch compound.

[Hamid @hamids]

Sometimes people forget that the valuation of companies should be largely tied to their revenues and profits, and future potential. Not their historical price charts.

If you didn't have a price chart history, which of these companies look undervalued and which appear overvalued to you?

Pick which number(s) are under or over-valued.

I'll reveal the companies in a subsequent post in an hour.

[Crypto.com @cryptocom]

You’re not just investing. You’re financing the reality you want to see.

[RisenFit @risenfit]

$SLNH $KEEL $HIVE $DGXX
🔸 MIZUHO ANALYST JORDAN KLEIN

"MSFT, META and others cannot build enough fast enough to meet accelerating token demand. It is a real problem.”

“The neoclouds have available POWER & DATA CENTER capacity that just hyperscalers don’t .”

[TheGentleTraveler @LeaderInvests]

Another solid week ahead!

Monday
- $HIMS (after Close)
- $ASTS (afther Close)
- $CLSK (after Close) $GOOG deal
- $KEEL (before Open)

Tuesday
- $OKLO (after Close)

Wednesday
- $NBIS (before Open)
- $BABA (before Open)
- $EOSE (before Open)

Thursday
- $ONDS (before Open)

Another BIG week for AI infrastructure names. $CLSK - $KEEL have been the names not having announced a deal YET.

It's go time!

[MarketMindsetPro @Realfinancial2]

🚨SELL SETUP: ORDER BLOCK → PROFIT
ORDER BLOCK = Entry zone (supply)

✔️STOP LOSS = Above the OB (liquidity grab)

✔️TAKE PROFIT = Target below

✔️$$$ = Risk-to-reward works

Simple. Clean. Effective

[MarketMindsetPro @Realfinancial2]

Stop Looking for New Indicators. I Guarantee You Are Missing the One Best Strategy to Be Profitable – Watch Before Your Next Trade.

[Note To Self @Alphafiles1]

Losing fake friends is a win.

[Justin Banks @RealJGBanks]

5 years until I saw a green year

Lost my paycheck to blown accounts

FAILURE… that’s all that went through my head

For YEARS

Giving up was never an option

Stick to the risk

It’ll work out

[CooperBaggs 💰🍞 @edgaralandough]

Jung said something that I think about constantly.

He said a good person is not someone who is incapable of harm. A good person is someone who is capable of enormous harm and chooses, every day, not to deploy it. There is a version of gentleness that comes from weakness. From having nothing to bring. From never having been tested. That version is not impressive and it is not a choice it is simply an absence.
And then there is the other kind.

[CooperBaggs 💰🍞 @edgaralandough]

I understand now why people disappear after traumatic events.

Your brain changes.

Your nervous system changes.

The version of you that existed before the emergency…
doesn’t fully come back.

[Justin Banks @RealJGBanks]

SEND IT 🚀

$IREN $CIFR $WULF $CORZ

[Justin Banks @RealJGBanks]

THE SUPER CYCLE PHASES

Phase 1 was Semis:
$NVDA $ARM $AMD $AVGO $INTC

Next money rotates into the next layers:

Memory:
$MU $WDC $STX $SNDK

Photonics / Optical:
$NOK $LITE $COHR $AAOI $GLW $CIEN $MRVL

Now it’s hitting

Compute / AI Data Centers:
$IREN $CIFR $WULF $CORZ $NBIS $CRWV $P

Next

Materials / Rare Earths:
$MP $USAR $UUUU $FCX $AA

Networking:
$ANET $AVGO $MRVL $CSCO

Power / Grid / Cooling:
$VRT $ETN $GEV $CEG $SMR $OKLO

Space:
$ASTS $RKLB $LUNR $PL

Defense / Drones:
$KTOS $AVAV $ONDS $LMT

Robotics / Autonomy:
$TSLA $PATH $SYM $SERV